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Seven Springs Wealth Group’s Lockheed Martin LMT Stock Holding History

Seven Springs Wealth Group’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9
Closed -$3K – 194
2020
Q4 		$3K Buy
+9
New +$3.31K ﹤0.01% 152

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Springs Wealth Group's LMT Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 9 shares — an estimated $3K sold.

Seven Springs Wealth Group first reported a position in LMT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 9 Lockheed Martin shares in Q1 2021, an estimated $3K.
  • Seven Springs Wealth Group first reported a position in Lockheed Martin in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Lockheed Martin position peaked at $3K in Q4 2020.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.